equity Fund

Large & MidCap Mutual Funds

Balanced exposure to both top 100 and next 150 companies for diversified growth.

Avg. Return (5Y)

16.48%

No. of Funds

Risk Level

Moderately High

Ideal Horizon

5+ years

Top Large & MidCap Mutual Funds Sorted by Returns

Scheme

Mirae Asset Large & Midcap Fund

Mirae Asset MF

Expense: 0.54%

1Y: 13.2%

3Y: 19.8%

5Y: 17.6%

SBI Large & Midcap Fund

SBI MF

Expense: 0.78%

1Y: 12.5%

3Y: 18.9%

5Y: 16.8%

HDFC Large and Mid Cap Fund

HDFC MF

Expense: 0.82%

1Y: 11.8%

3Y: 18.1%

5Y: 16.2%

Kotak Large & Midcap Fund

Kotak MF

Expense: 0.63%

1Y: 12.1%

3Y: 17.6%

5Y: 15.9%

* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.

What is a Large & MidCap Fund?

Large & Mid Cap funds invest in both large-cap (top 100) and mid-cap (101–250) companies. By regulation, they must allocate at least 35% each to large and mid-cap stocks, providing a blend of stability and higher growth.

Key Advantages

Best of both worlds — stability of large caps with growth of mid caps
Mandatory diversification across market segments
Lower volatility than pure mid-cap funds
Ideal bridge between conservative and aggressive investing

How It Works

These funds must invest minimum 35% in large-cap stocks and 35% in mid-cap stocks. The remaining 30% is at the fund manager's discretion, allowing tactical allocation based on market conditions.